The Financial Planning Institute SA

🚨 Exciting News from FPI! 🚨 The pathway to achieving your professional financial designation has officially been upgraded! ✨ Introducing the *Certification Assessment Pathway*—a streamlined process built to assess and recognize your expertise in real-world financial planning. 🌟 Why the Change? Our new Certification Assessment Pathway evaluates the essential skills and knowledge required for three prestigious SAQA-recognised designations: ✅ Registered Financial Practitioner (RFP®) ✅ Financial Services Advisor (FSA®) ✅ CERTIFIED FINANCIAL PLANNER® (CFP®) 🎓 Are You Ready? If you have the knowledge and skills, you can go straight to the assessment—no additional training needed! Show that you’re ready to excel in today’s financial landscape. 🔗 Discover more about this exciting update and start your journey: https://lnkd.in/dhhiThrj #FPINews #CertificationUpdate #FinancialProfessionals #CFP #RFP #FSA

🎉 Celebrating 20 Years of Excellence in Financial Planning! 🎉   This year, the Financial Planning Standards Board Ltd. (FPSB) marks two decades of championing high standards in financial planning! 🌍 Since 2004, the FPSB has set, upheld, and promoted global excellence through the CFP® certification, recognized as a trusted symbol worldwide.   As the Financial Planning Institute, we're proud to have been on this journey with the FPSB and the many professionals dedicated to making a difference. Here's to many more years of growth and success! 🥂✨   #FPI #FinancialPlanning #FPSB20 #CFPCertification #Excellence 

Attention Financial Planning Professionals! The 2024/2025 Annual Member Declaration season is here! Renew your membership today by visiting www.fpi.co.za and logging into the membership portal. Don’t miss out on the benefits! #FPI #MembershipRenewal

📅✨ Save the Date! ✨📅 Our Annual Member Declaration period is just around the corner, kicking off on November 1, 2024! Don’t miss out—mark your calendars and get ready to renew! 🗓️💪 #FPI #MembershipRenewal #SaveTheDate

Welcome to all attendees of the 2024 FPI Estate and Trust Masterclass! 🎉 We're thrilled to have some incredible subject matter experts joining us today. 🌍 Kicking off the day, we have Dr. Ronel Williams, joining us live from Mauritius, speaking on Offshore Structuring for Multi-Jurisdictional Families. 🌟 Later this morning, we’ll hear from: Louis van Vuren, CFP® and CEO of FISA, on the challenges in financial planning and how to navigate them. Stephan de Wet, CFP®, on the Duties and Responsibilities of Trustees. Nici Macdonald, CFP®, delivering a Legislation Update on estates and trusts, along with insights from notable court cases. 💍 Wrapping up the day, Previous Mnisi, CFP®, will lead a session on Marital Regimes and Trusts. Missed out on the live sessions? Don’t worry! You can still register via www.fpi.co.za make payment and access the recordings from 24 October onwards. #FPIMasterclass #EstatePlanning #Trusts #FinancialPlanning #FPI

Become a CERTIFIED FINANCIAL PLANNER® professional. This membership category is for financial planners who have: - Completed an NQF8-level qualification, - Three or more years of financial services experience OR completed an FPI mentorship programme, - Completed the Professional Competency Examination AND - Agreed to abide by the FPI Code of Ethics and Professional Standards Learn More - https://lnkd.in/dc9WgMVA

🚀 Join Nonhlanhla Nxele, CFP® , as she unpacks your burning questions about the Two-Pot System! 🌟   🔍 Discover: - Who to contact for withdrawals from the savings pot - What marginal tax rates mean for you - Tax implications when making withdrawals - And so much more!   Need tailored financial advice? Connect with a Financial professional who can guide you every step of the way: https://lnkd.in/dnPmvD4N 💼   #FPI #FinancialPlanning #TwoPotSystem

In their 2023 research, the Financial Planning Standards Board (FPSB), made known a few myths that are attached to working with a financial planner. Myth 3: Financial planning costs more than it’s worth Fact: 9 in 10 clients of CFP® professionals say the benefits of financial planning outweigh the costs. Learn more - https://lnkd.in/dyVmciCZ

During Financial Planning Week October 7-11, 2024, FPI Chairperson of the Kirsty Scully CFP® , joined Sara-Jayne Makwala King on CapeTalk to share essential tips on how couples can effectively split their finances.    Don't miss this expert insight—tune in to elevate your financial game! 🎧💑   Listen here - https://lnkd.in/dctQuRve   #FPI  #WFPD2024 #IOSCOWIW2024 #WorldFinancialPlanningDay  #PlanYourFuture  #WFPW2024 #FinancialPlanningWeek  #CouplesFinance  #MoneyTalks  #KirstyScully  #SaraJayneMakwalaKing  #CapeTalk

The Two-Pot System was launched in South Africa in September, and we’re here to make sure you understand how it impacts your retirement savings. Our CERTIFIED FINANCIAL PLANNER, Sheila-ann Robey CFP® breaks it down, answering the key questions you might have: Do pensions, provident funds & retirement annuities fall under the Two-Pot System? 💡 Does it affect GEPF? 🏦 What happens if you don't make a withdrawal during the year? 📅 How many withdrawals can you make? 🔄 What happens in September 2025? 📆 What costs are involved if you withdraw the money? 💸 Will a withdrawal affect my retirement? 🤔 We’re making the Two-Pot System easier for you to understand so you can make informed decisions about your financial future. 👉 Need personalised advice? Find a financial professional who can guide you every step of the way: https://lnkd.in/dnPmvD4N Stay informed and secure your financial future with the right knowledge and professional guidance! 💼💰 #FPI #TwoPotSystem #RetirementPlanning #FinancialAdvice #SouthAfrica #CertifiedFinancialPlanner